GL Migration & Upgrades

Bring your history forward with confidence, clean mapping, clear reconciliation, and a calm cutover.

Moving from a legacy General Ledger, or an older Dynamics version, to Business Central doesn’t have to be a cliff jump. We keep it steady: small steps, repeatable checks, and numbers your team can trust on day one.

Best fit: US Small to Medium businesses that need BC running smoothly with accurate opening balances and the right level of history.

What you’ll get
  • Agreed scope for balances vs. detailed history
  • Mapping playbook: COA, dimensions, and posting groups
  • Trial loads with side-by-side reconciliation
  • Cutover checklist and role-based sign-offs
  • A clean handoff: load scripts, docs, and audit evidence

Our approach (friendly, fast, accountable)

  1. Clarify the target. Chart of accounts, dimensions, periods, and reporting needs.
  2. Design the mapping. COA → BC accounts, segments → dimensions, posting setup.
  3. Prepare the data. Clean exports, gap list, and controllable templates for loads.
  1. Trial loads & reconcile. Side-by-side checks, variance report, quick fixes.
  2. Cutover. Freeze rules, final balances/history, sign-offs, and go-live support.
  3. Stabilize. Month-end rehearsal, close timing, and a 90-day improvement plan.

What we migrate

  • Opening balances by account & dimension
  • Optional GL detail (by period) where it pays off
  • Subsidiaries: customers, vendors, items, banks
  • Posting setup, number series, roles/permissions

Risks we prevent

  • COA collisions and broken dimension logic
  • Imbalanced loads and misstated beginning balances
  • Untraceable adjustments (we keep audit trails)
  • “Big-bang” surprises, trial loads flush issues early

Why Elephas

Small, senior, US-based

75+ years combined experience. You work with the people doing the work.

Leasing & rental savvy

Utilization, service workflows, and invoicing realities shape our designs.

Upgrade-safe thinking

Extensions and configuration over rewrites, your next upgrade shouldn’t hurt.

What we need from you

  • An executive sponsor to keep decisions moving
  • A data owner for exports and validations
  • Sample reports you trust (for reconciliation)
  • A quick path for exceptions and sign-offs

Common questions

How much history should we bring?
We’ll balance reporting needs with effort. Many teams load summarized history and keep the old system read-only for deep audits.

Will our numbers tie out?
Yes, trial loads include side-by-side checks and variance reports. We reconcile before cutover.

Can we add detail later?
Absolutely. We design the mapping and tools so you can extend history if the need appears.

Where could you be 90 days from now?

Let’s map a small first release, pick the integrations that matter, and set goals you can measure.

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